Innovative Wealth Building LLC Schwab Short Term Us Treasury Transaction History
Innovative Wealth Building LLC
- $121 Billion
- Q2 2025
A detailed history of Innovative Wealth Building LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Innovative Wealth Building LLC holds 106,189 shares of SCHO stock, worth $2.59 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
106,189
Previous 116,287
8.68%
Holding current value
$2.59 Million
Previous $2.83 Billion
8.53%
% of portfolio
2.15%
Previous 2.61%
Shares
3 transactions
Others Institutions Holding SCHO
# of Institutions
708Shares Held
320MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio